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Activities serve two purposes in Onvio:

• Billing or work codes for time and billing
• Basis of tasks for project tracking

Before you start

• Make sure you're assigned to a permission group that has Activities enabled.
• Set up staff rates for time and billing calculations.

Add an activity

1. Select Setup, then Activities, and select Add.
2. Enter an ID and name for the activity. You can also add a description that will appear on client invoices.
3. Choose a type for the activity: Time or Expense.
4. Choose a class for the activity: Billable, Non Billable, or Administrative.
5. Select Save when you're finished.

Example activities

We recommend you add these activities.

• Client Meeting & Discussions
• Preparation
• Review
• Delivery
• Progress Billing
• Non-billable Research
• Staff Meetings
• Paid Time Off
• Unpaid Time Off
• Vacation Time
• Mileage
• Meals & Entertainment
• Admin Travel Expenses
• Admin Mileage

Set up activity categories

Set up staff rates